+83.2%
LIN vs COMP
-47.7%
+130.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | -2.1% | +1.4% | -3.5% | -2.2% |
| 30D | -2.4% | -13.3% | +10.9% | -1.6% |
| 3M | -5.6% | +41.1% | -46.7% | -8.0% |
| 6M | -3.4% | +17.2% | -20.6% | -5.2% |
| YTD | +13.1% | +5.2% | +7.9% | +11.4% |
| 1Y | +2.5% | +18.9% | -16.5% | -0.2% |
| 3Y | +27.6% | +215.9% | -188.3% | +11.6% |
| 5Y | +63.0% | -31.2% | +94.2% | +49.9% |
| All | +83.2% | -47.7% | +130.9% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded COMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling